Does your tax preparer proactively suggest tax-savings strategies?

At Summit Tax Planning, Inc., we believe in advice that extends far beyond just tax preparation. By fully integrating tax strategy with comprehensive wealth management (in partnership with our sister firm Summit Wealth & Retirement Partners), our clients experience the benefits of year round tax planning.

To see how our advice would benefit you, fill out the brief survey here. In return, within one week we will provide you with a brief educational video of what we would do to proactively improve your tax situation.

Disclaimer: We will only respond to form submissions from those with a minimum portfolio size of $500k. The content in the video is purely educational and should be taken as such, only implemented with the help of a tax professional. We cannot be held liable for any action you took based on information from the video.